Callan Family Office, LLC

Family Office

Position in ELV — Elevance Health, Inc.

CIK 1938970 RADNOR, PA

Position in ELV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,592,554

+$486,838 QoQ

Shares Held

4,118

+9.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#644

of 1,597 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Callan Family Office, LLC holds $54,501,332 across 6 Healthcare Plans names. ELV ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	59,730	$24,825,579
2	CVS	CVS HEALTH Corp	164,995	$17,068,732
3	CI	Cigna Group	33,797	$9,317,156
4	ELV	Elevance Health, Inc. This page	4,118	$1,592,554
5	CNC	Centene Corp	18,057	$1,159,078
6	HUM	Humana Inc	1,355	$538,233

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,592,554	4,118	+9.0%	Shares	Sole	2026-08-11
2026-03-31	$1,105,716	3,777	-29.2%	Shares	Sole	2026-05-13
2025-12-31	$1,870,885	5,337	+42.9%	Shares	Sole	2026-02-12
2025-09-30	$1,207,176	3,736	-17.1%	Shares	Sole	2025-11-04
2025-06-30	$1,752,264	4,505	+123.6%	Shares	Sole	2025-07-24
2025-03-31	$876,444	2,015	-18.4%	Shares	Sole	2025-05-13
2024-12-31	$910,814	2,469	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.